West Michigan Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
15,940
+4,771
| +43% | +$340K | 0.32% | 60 |
|
|
2025
Q1 | $805K | Sell |
11,169
-229
| -2% | -$16.5K | 0.27% | 67 |
|
|
2024
Q4 | $710K | Buy |
11,398
+380
| +3% | +$23.7K | 0.21% | 80 |
|
|
2024
Q3 | $797K | Buy |
11,018
+72
| +0.7% | +$5.21K | 0.24% | 74 |
|
|
2024
Q2 | $702K | Sell |
10,946
-1,691
| -13% | -$108K | 0.22% | 76 |
|
|
2024
Q1 | $773K | Buy |
12,637
+5,786
| +84% | +$354K | 0.25% | 69 |
|
|
2023
Q4 | $404K | Sell |
6,851
-7,556
| -52% | -$445K | 0.15% | 89 |
|
|
2023
Q3 | $807K | Buy |
14,407
+665
| +5% | +$37.2K | 0.43% | 54 |
|
|
2023
Q2 | $828K | Buy |
13,742
+436
| +3% | +$26.3K | 0.33% | 76 |
|
|
2023
Q1 | $825K | Buy |
13,306
+7,619
| +134% | +$473K | 0.47% | 50 |
|
|
2022
Q4 | $362K | Sell |
5,687
-97
| -2% | -$6.17K | 0.26% | 69 |
|
|
2022
Q3 | $325K | Sell |
5,784
-73
| -1% | -$4.1K | 0.28% | 71 |
|
|
2022
Q2 | $368K | Sell |
5,857
-254
| -4% | -$16K | 0.32% | 67 |
|
|
2022
Q1 | $379K | Buy |
6,111
+1,494
| +32% | +$92.7K | 0.26% | 73 |
|
|
2021
Q4 | $273K | Buy |
+4,617
| New | +$273K | 0.2% | 95 |
|